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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,579 | $154,193-40.6% | $130,045-29.6% | $139,466-34.3% |
| Participation rate | 56.3% | 82.0%-25.7pp | 78.5%-22.3pp | 80.3%-24.1pp |
| Annual return | 16.33% | 32.51%-16.2pp | -137.30%+153.6pp | 373.66%-357.3pp |
| Employer contribution / active EE | $1,980 | $5,292-62.6% | $4,321-54.2% | $4,754-58.3% |
| Participant deferral / active EE | $6,430 | $6,709-4.2% | $5,820+10.5% | $6,712-4.2% |
| Admin fee / account holder | $1,934 | $13,989-86.2% | $10,600-81.8% | $11,409-83.0% |